Key Responsibilities and Duties

• Processes a variety of complex calculations / transactions, including settlement calculations in accordance to the company’s standards.
• Prepares all facets of deferred and immediate annuity calculations, including exception / special estimate calculations, retirement illustrations / settlements, daily accumulations, divorce calculations, survivor calculations, minimum distributions, and single sum calculations.
• Ensures annuity amounts are complete and accurate in the retirement system.
• Researches and responds to inquiries from clients or their representatives, as well as regulatory agencies on a wide variety of investment, operational, compliance and regulatory topics.
• Identifies gaps in service delivery and shares findings with appropriate management team.
• Drafts weekly, monthly and quarterly valuation reports for clients.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC